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Wells Fargo

2,834 hedge funds and large institutions have $223B invested in Wells Fargo in 2025 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 1,095 increasing their positions, 986 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 2,6412,834 (+193)

1.66% more ownership

Funds ownership: 74.54%76.19% (+1.7%)

29% less call options, than puts

Call options by funds: $3.82B | Put options by funds: $5.39B

Holders
2,834
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.82B
Puts
$5.39B
Net Calls
Net Calls Change

Top Buyers

1 +$634M
2 +$279M
3 +$271M
4
UBS AM
UBS AM
Illinois
+$206M
5
Harris Associates
Harris Associates
Illinois
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
VIP
1476
Vista Investment Partners
Oklahoma
$872K
QWM
1477
Quadcap Wealth Management
Texas
$871K
SIA
1478
SGL Investment Advisors
Montana
$871K
LW
1479
Linscomb Wealth
Texas
$870K
WPA
1480
Winning Points Advisors
Florida
$870K
MSFS
1481
Main Street Financial Solutions
Pennsylvania
$870K
STA
1482
Smith Thornton Advisors
Alabama
$869K
GWANC
1483
Guardian Wealth Advisors (North Carolina)
North Carolina
$868K
NFTC
1484
North Forty Two & Co
Oregon
$868K
MA
1485
MCF Advisors
Kentucky
$866K
SMA
1486
Seven Mile Advisory
New Jersey
$865K
OL
1487
Optas LLC
Texas
$864K
FMLI
1488
Fukoku Mutual Life Insurance
Japan
$862K
RWA
1489
River Wealth Advisors
Pennsylvania
$861K
VWM
1490
Venturi Wealth Management
Texas
$858K
KF
1491
Krilogy Financial
Missouri
$858K
MCM
1492
Monument Capital Management
Virginia
$855K
RMDI
1493
R.M. Davis Inc
Maine
$855K
ML
1494
McAdam LLC
Pennsylvania
$853K
JC
1495
Jacobs & Co
California
$853K
RCG
1496
Regatta Capital Group
California
$852K
TF
1497
Trek Financial
Arizona
$851K
FWP
1498
FAS Wealth Partners
Kansas
$847K
EWM
1499
Evermay Wealth Management
Virginia
$845K
MIFH
1500
Migdal Insurance & Financial Holdings
Israel
$839K